Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Berkowitz is a financial advisor with MML Investors Services, LLC. Robert has been a registered representative since 2004. Robert is licensed to sell securities in 16 states and is a registered investment advisor in New York and Texas. Robert has a Series 7, Series 63 and SIE license and has worked for a number of different firms throughout their career. The advisor's current and previous employers include MML Investors Services, LLC, MSI Financial Services, Inc., Barclays Capital Inc., Lehman Brothers Inc. and Deutsche Bank Securities Inc. Robert is a financial professional with a strong track record of success in the financial services industry.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
NY
01/24/2020 - Present
MML Investors Services, LLC (EAST HILLS NY)
NY
03/27/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
NY
09/22/2008 - 02/12/2009
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
08/01/2006 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
03/01/2004 - 07/26/2006
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 03/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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